Valuation Audit Readiness For Private Equity Funds 2021 | BDO USA, LLP | 7 January 2021 | Webinar

This event is intended for CFOs, controllers, and finance teams of private equity firms.

This CPE event will be an informative discussion on how private equity funds have been approaching valuations in the current environment and will share best practices for preparing for fund audits. Content will apply to private equity and venture capital funds, credit strategies, small business investment companies (SBICs), and business development companies (BDCs).

Topics:

• Impact of COVID-19 on private equity valuations
• When it is appropriate to introduce new valuation techniques
• Navigating through market data discrepancies
• Best practices for documenting and evidencing key inputs and assumptions
• CARES Act and recent tax developments and their impact on valuation modeling
• Ensuring a smooth audit cycle and keeping the regulators happy

Learning objectives:

• Ensure a smooth audit cycle and keeping the regulators happy
• Recognize CARES Act and recent tax developments and their impact on valuation modeling
• Recognize the impact of COVID-19 on private equity valuations
• Navigate through market data discrepancies
• Recognize when it is appropriate to introduce new valuation techniques

2021 Speakers

PRESENTERS:

Nick Maroules
Audit Partner, BDO USA, LLP

Dale Thompson
Audit Partner, BDO USA, LLP

Diana Hopkins
Director, Valuation & Business Analytics, BDO USA, LLP

Verenda Graham
National Tax Leader – Private Equity, BDO USA, LLP